AI-assembled from public SEC filings
Big-tech megacap platforms peer review
Descriptive comparison assembled from public SEC filings and verified companyfacts.
Descriptive comparison — not investment advice. This feature-specific review is assembled from a frozen evidence pack of public SEC filing quotes and verified SEC companyfacts numbers. It is descriptive only and makes no judgment about which company is better. It is not a rating, recommendation, endorsement, forecast, or investment advice. Figures are as of their cited filing dates. See Disclaimer.
Methodology
Cross-SIC size/sector cluster: the largest U.S. technology and internet-platform companies in grepcent's processed universe by revenue and market presence. Members span different cached SEC SICs rather than one single-SIC mechanical industry.
The cluster is defined by size and technology/internet-platform role, not by a single SEC SIC: AAPL is hardware/services, MSFT is software and cloud, GOOGL and META are advertising/platform businesses with cloud or metaverse segments, and AMZN combines e-commerce/logistics with AWS. Comparisons are descriptive across structurally different models. Narrative cells require company-specific grounding and may quarantine heavily. The review publishes no proprietary index-membership labels.
Provenance
Verified Quantitative Matrix
Numbers are templated from frozen SEC companyfacts-derived facts already verified by grepcent. Fiscal periods and filing dates are shown in each cell; comparability markers use day-level period ends and reported XBRL source concepts.
| Metric | AAPL | MSFT | GOOGL | AMZN | META |
|---|---|---|---|---|---|
| Revenue Mixed reporting concepts: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMZN -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:Revenues; META -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 416,161,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 281,724,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 402,836,000,000 source | 716,924,000,000 source | 200,966,000,000 source |
| Gross margin Mixed reporting concepts: us-gaap:CostOfGoodsAndServicesSold, us-gaap:CostOfRevenue, us-gaap:GrossProfit, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMZN -> us-gaap:CostOfGoodsAndServicesSold + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:CostOfRevenue + us-gaap:Revenues; META -> us-gaap:CostOfRevenue + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 46.91% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 68.82% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 59.65% source | 50.29% source | 82.00% source |
| Operating margin Mixed reporting concepts: us-gaap:OperatingIncomeLoss, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMZN -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:OperatingIncomeLoss + us-gaap:Revenues; META -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 31.97% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 45.62% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 32.03% source | 11.16% source | 41.44% source |
| Net margin Mixed reporting concepts: us-gaap:NetIncomeLoss, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMZN -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:NetIncomeLoss + us-gaap:Revenues; META -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 26.92% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 36.15% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 32.81% source | 10.83% source | 30.08% source |
| R&D expense | 34,550,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 32,488,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 61,087,000,000 source | Not available. | 57,372,000,000 source |
| R&D / revenue Mixed reporting concepts: us-gaap:ResearchAndDevelopmentExpense, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:Revenues; META -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 8.30% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 11.53% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 15.16% source | Not available. | 28.55% source |
| Capital expenditures Mixed reporting concepts: us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Ticker concepts: AAPL -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; AMZN -> us-gaap:PaymentsToAcquireProductiveAssets; GOOGL -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; META -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; MSFT -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. | 12,715,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 64,551,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 91,447,000,000 source | 131,819,000,000 source | 69,691,000,000 source |
| Capex / revenue Mixed reporting concepts: us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMZN -> us-gaap:PaymentsToAcquireProductiveAssets + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:Revenues; META -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 3.06% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 22.91% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 22.70% source | 18.39% source | 34.68% source |
| Free cash flow Mixed reporting concepts: us-gaap:NetCashProvidedByUsedInOperatingActivities, us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Ticker concepts: AAPL -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; AMZN -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquireProductiveAssets; GOOGL -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; META -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; MSFT -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. | 98,767,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 71,611,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 73,266,000,000 source | 7,695,000,000 source | 46,109,000,000 source |
| FCF / revenue Mixed reporting concepts: us-gaap:NetCashProvidedByUsedInOperatingActivities, us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: AAPL -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMZN -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquireProductiveAssets + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; GOOGL -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:Revenues; META -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MSFT -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 23.73% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 25.42% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 18.19% source | 1.07% source | 22.94% source |
| Stock-based compensation | 12,863,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 11,974,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 24,953,000,000 source | 19,467,000,000 source | 20,427,000,000 source |
| SBC / revenue Mixed reporting concepts: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues, us-gaap:ShareBasedCompensation. Ticker concepts: AAPL -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation; AMZN -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation; GOOGL -> us-gaap:Revenues + us-gaap:ShareBasedCompensation; META -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation; MSFT -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation. | 3.09% source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 4.25% source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 6.19% source | 2.72% source | 10.16% source |
| Share buybacks | 90,711,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 18,420,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 45,709,000,000 source | 0.00 source Day-level period offset: different fiscal year (365 days before row reference) vs row reference 2025-12-31; offset. | 26,248,000,000 source |
| Liabilities / equity leverage Mixed reporting concepts: us-gaap:Assets, us-gaap:Liabilities, us-gaap:StockholdersEquity. Ticker concepts: AAPL -> us-gaap:Liabilities + us-gaap:StockholdersEquity; AMZN -> us-gaap:Assets + us-gaap:StockholdersEquity; GOOGL -> us-gaap:Liabilities + us-gaap:StockholdersEquity; META -> us-gaap:Liabilities + us-gaap:StockholdersEquity; MSFT -> us-gaap:Liabilities + us-gaap:StockholdersEquity. | 3.87 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 0.80 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 0.43 source | 0.99 source | 0.68 source |
| Cash and equivalents | 35,934,000,000 source Day-level period offset: about 3 months before row reference (-95d) vs row reference 2025-12-31; offset. | 30,242,000,000 source Day-level period offset: about 6 months before row reference (-184d) vs row reference 2025-12-31; offset. | 30,708,000,000 source | 86,810,000,000 source | 35,873,000,000 source |
Code-computed comparisons
- grepcent-computed capex intensity range: range endpoints are AMZN (18.39%) and META (34.68%).
- grepcent-computed FCF margin range: range endpoints are AMZN (1.07%) and META (22.94%).
Market-risk companion: risk and factor comparison from lmfin. It is descriptive and separate from the SEC fundamentals review.
Narrative Matrix
| Dimension | GOOGL | AMZN |
|---|---|---|
| Business model | In its latest annual MD&A, GOOGL describes this business model item. We report Google in two segments, Google Services and Google Cloud, and all non-Google businesses collectively as Other Bets. company page · source filing · filed 2026-02-05 | In its latest annual MD&A, AMZN describes this business model item. Service sales primarily represent third-party seller fees, which includes commissions and any related fulfillment and shipping fees, AWS sales, advertising services, Amazon Prime membership fees, and certain digital media content subscriptions. company page · source filing · filed 2026-02-06 |
| Idiosyncratic risks in filings | — | In its latest annual MD&A, AMZN describes this idiosyncratic risks in filings item. The increase in 2025 was primarily related to the settlement of a lawsuit with the Federal Trade Commission (the “FTC”) in Q3 2025, and also included the resolution of tax disputes associated with our stores business in Italy, and physical stores and other asset impairments. company page · source filing · filed 2026-02-06 |
Related law (on neochart)
Not legal advice. grepcent publishes a curated industry-to-statute association only. It does not interpret statutes, assess company conduct, or mirror statute text. Deep links go to neochart.
Statutes grepcent curates as governing this industry, deep-linked to neochart's official text. Case-citation counts are shown as an importance signal, not the selection criterion. Citing cases are shown as a case-citation in-degree importance signal, not an endorsement.
- 15 U.S.C. § 1: §1. Trusts, etc., in restraint of trade illegal; penalty
- 15 U.S.C. § 15: § 15. Suits by persons injured
- 15 U.S.C. § 1125: § 1125. False designations of origin, false descriptions, and dilution forbidden
Provenance
Withheld quantitative rows
- No quantitative metric rows withheld by the evidence checks.
Withheld dimensions
- geographic_customer_exposure: No quote passed the evidence checks.
- capital_allocation: No quote passed the evidence checks.
- stated_strategy: No quote passed the evidence checks.
- recent_narrative_change: No quote passed the evidence checks.
Withheld cells
- AAPL / business_model: no quote passed the evidence checks
- MSFT / business_model: no quote passed the evidence checks
- META / business_model: no quote passed the evidence checks
- AAPL / geographic_customer_exposure: no quote passed the evidence checks
- MSFT / geographic_customer_exposure: no quote passed the evidence checks
- GOOGL / geographic_customer_exposure: no quote passed the evidence checks
- AMZN / geographic_customer_exposure: no quote passed the evidence checks
- META / geographic_customer_exposure: no quote passed the evidence checks
- AAPL / capital_allocation: no quote passed the evidence checks
- MSFT / capital_allocation: no quote passed the evidence checks
- GOOGL / capital_allocation: no quote passed the evidence checks
- AMZN / capital_allocation: no quote passed the evidence checks
- META / capital_allocation: no quote passed the evidence checks
- AAPL / stated_strategy: no quote passed the evidence checks
- MSFT / stated_strategy: no quote passed the evidence checks
- GOOGL / stated_strategy: no quote passed the evidence checks
- AMZN / stated_strategy: no quote passed the evidence checks
- META / stated_strategy: no quote passed the evidence checks
- AAPL / idiosyncratic_risks: no quote passed the evidence checks
- MSFT / idiosyncratic_risks: no quote passed the evidence checks
- GOOGL / idiosyncratic_risks: no quote passed the evidence checks
- META / idiosyncratic_risks: no quote passed the evidence checks
- AAPL / recent_narrative_change: no quote passed the evidence checks
- MSFT / recent_narrative_change: no quote passed the evidence checks